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Expense Receipt - Billable by default

  • 10 August 2023
  • 3 replies
  • 67 views

Colleagues,

Do any of you know if there's a setting that can be configured to make an expense receipt billable by default?

Thank you!

 

3 replies

Kandy Beatty
Rank
Userlevel 7
Badge +16

Hi @aborisova37 

It des not appear that this can be set to default from anywhere without a customization. I pulled the DAC on it and it says if set to true, so it appears that it does not pull from anywhere and you need to manually check that. 

 

Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
aborisova37
Rank
Userlevel 5
Badge +1

Thank you, Kandy!

~Anna
Robert Sternberg
Rank
Userlevel 7
Badge +8

Here is a quick customization project that accomplishes your goal of marking the Billable box true (checked) by default. 

Please test customizations in sandbox environments to ensure the functionality meets your needs and performs as expected. 

 

Thank you

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Robert Sternberg, Crestwood Associates -- If a community member helped you, please *Like* their post/reply. If they provided an answer to your question, please mark it as *Best Answer*.

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